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Identifying closed clients' tax returns to exclude from rollover

This support note applies to:

  • AO Tax (AU)
  • AE Tax Series 6 & 8 (AU)
  • AE Tax (AU)
Article ID: 36384

In MYOB Accountants Enterprise (AE) and Accountants Office (AO), prior to installing the new tax release you may want a list of current year tax returns that are closed which have not yet been "flagged" to be excluded from the rollover.

If you are running MYOB Tax with Practice Manager, this is a great way to check and tidy up your database to ensure that there are no returns that will be incorrectly rolled over into next year which are not required.  

If a client has been closed but the most recent tax return has not been flagged in tax to stop it from rolling over, then MYOB Tax will create a tax return.

Following process will assist you to identify the mark these returns to be excluded from rollover.

1. Customise the Return Due For Lodgment homepage
  1. Click the Tax drop down arrow and select Returns Due For Lodgment. The Returns Due for Lodgment tab appears.
  2. Right-click anywhere within the Tax Returns Due for Lodgment tab and from the drop down menu, choose Range > All.

    This homepage can be sorted by Partner, Manager, Employee and Employee, Agent or Practice.

  3. If the column Closed Clients does not appear:

    1. Right-click on any column header and select Field Chooser from the drop down list.

    2. Double-click Closed Client to add the column to the table. The Closed Client column appears in the Returns Due for Lodgment table.

  4. To filter the results on the page to display Closed Clients only:
    1. Click on the Filter row under the Closed Client column header. The cell becomes editable.
    2. Click the drop down arrow in the cell and choose Yes.
  5. To print the list, click the Print (

    ) or Export to Excel (
    ) icon on the Tasks bar.

2. Flag returns to be excluded from rollover

The final part of this process will use the list generated by the customised tax homepage report to flag the most current tax return for these closed clients to be excluded from the coming tax rollover process.

For further information refer to Exclude tax returns from roll-over.

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